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Disrupting the model would prolly look more like Transmeta or Cavium.
by ethbro 8y ago
Disrupting the model would prolly look more like Transmeta or Cavium.
- DCKing 8y agoAlthough I think Intel derives substantial value from x86 lockin, I don't think "doing things like Intel but with a different CPU architecture" really qualifies as a disruption of Intel's model. I'd say disruption of Intel's model would mean different ways of selling CPUs, fast storage or other silicon. All I see is Intel's competitors trying to mimic Intel to some extent because the enterprise market is the most lucrative. AMD, Qualcomm, Cavium and IBM all consider Intel a main and direct competitor. So I'd be interested if anyone has an idea on disrupting Intel's way of doing business.
- dragontamer 8y agoNote that Power9 and ARM both support for relaxed atomics, which would be a substantial difference from x86's stronger cache coherence policies. That would likely make "properly coded" Power9 or ARM synchronization to be more scalable. Possibly a major advantage as 32-cores and higher are beginning to hit mainstream (or at least, high-end mainstream)
- ethbro 8y agoTo that point, cloud is probably the biggest disruption. It may run on Intel now, but once "runs on AWS/GCP/Azure" becomes more important than running on an ISA, there's no reason compute couldn't transition much faster.